Time to build Financial Legacy

Put Your Money to Work

A Teamwork Relationship striving to build a financial plan for generations

Investment Management

Our wealth management team focus on tax efficient investing. We strive to maximize returns while being cognizant of our clients' tax situation. With our diverse investment strategy, we can continue to help our clients strive towards their financial goals.

Tax Mitigation Strategies

We believe tax mitigation strategies are the backbone of our financial planning philosophy. Through tax mitigation, we can help educate our clients where to save their dollars in the most efficient manner.

Risk Management

For every offensive strategy, we believe there needs to be a great defensive one. It is not the most fun conversation; however our team believes it is important to plan for as many "worst case scenarios".

Estate Planning

Our team believes if we build a great plan, we want to continue the plan through generations to come. Our Estate Planning strategies are designed to protect what has been built and carry it on for years to come.

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Fiduciary Service

Trust and integrity are paramount in everything we do. As fiduciary advisors, we are committed to always acting in our clients' best interests. This means providing transparent and unbiased guidance that prioritizes their financial goals and aspirations.

Our fiduciary responsibility ensures that every

recommendation we make is aligned with our clients' needs, without any conflicts of interest. We believe in building long-term relationships based on trust, reliability, and a dedication to achieving financial security and success for each individual and family we serve.

Planning Proccess

1.Discovery

• Determine goals & objectives

• Perform analysis to determine capital needs

• Establish multiple savings strategies

• Review strategies that focus on tax-minimization

2.Education

• Prepare for new investment phase

• Evaluate current investments and adjust risk if necessary

• Strategies to help you manage income sources

• Optimize Social Security benefit options

3.Strategy

• Strategies to maximize safe, predictable life income

• Tax-bracket management

• Required minimum distributions

• Cash flow review &budgeting.

4.Tactics

• Determine goals & objectives pre-retirement & during retirement

• Perform analysis to determine capital needs

• Establish multiple savings strategies

• Review strategies that focus on tax-minimization

5.Execution

• Prepare for new investment phase

• Evaluate current investments and adjust risk if necessary

• Strategies to help you manage income sources

• Optimize Social Security benefit options

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Fee Based Planning

Our financial planning process is centered on your unique values, helping you make informed choices that reflect what you hold most important. We utilize advanced strategies to enhance tax efficiency and navigate complex financial matters, always prioritizing your goals and interests.

You can trust in our commitment to a fiduciary relationship, ensuring the highest standard of care and responsibility in the financial planning profession.

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CUSTOMER CARE

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Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC
• 2065 W Riverstone Dr Ste 105 Coeur D’Alene ID 83814 •

Mohan Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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